doggo

Entrepreneur, Investor, Traveler, Coffee Drinker and Crypto Enthusiast. #Bitcoin FTW. 🌽🌕⌚

[Eric Jackson @ericjackson]

I think Opendoor could be a $500 stock in the next 5-7 years.

OPEN trades at $4.28 today. Wall Street targets are $2-$20. The architectural-intersection case nobody is pricing: the three-layer tokenization build Kaz Nejatian walked me through at OPEN's Toronto offices, the British Columbia leasehold proof-of-concept that already works at provincial scale, and the four prerequisites — asset-class control, pricing-data depth, vertical integration, operator-class with crypto-native architecture experience — that converge in exactly one publicly-traded operator.

This is the applied case study for the framework piece I published earlier today on tokenization as the fourth capital-markets infrastructure transition.

The math: at conservative probability calibrations, the asymmetric expected value of the position at $4.28 is 25-35x return from current price, against bounded downside at -100%. Same structural pattern as Carvana from single-digits to $487 (~140x), Shopify from $20 IPO to $1,700+ (~85x), Tesla from single-digits to $400 (~200x), NVIDIA from single-digits to $150 (~30x) — what stocks capturing architectural transitions in their industries actually look like.

Why I Think OPEN Could Be A $500 Stock [Long OPEN]

https://t.co/i5XbQmukXo

[Muskonomy @muskonomy]

NEWS: Joe Lonsdale on whether Elon Musk wins the AI race. "It's crazy to think he's not going to win."

The 8VC founding partner and Palantir co-founder was asked directly about Steve Eisman's bear case on CNBC.

His answer. Trillions are pouring into AI infrastructure, about $5 trillion over the next five years, and Elon is the best hardware builder in the world at exactly the moment that matters.

On the compute SpaceX already rents out, Lonsdale says the payback is well under a year on the roughly $26 billion it is bringing in.

And the regulation fight only helps him. Every rule that blocks data centers on the ground pushes the work to space, where Lonsdale says Elon has already shown how it scales.

[DurdenBTC @DurdenBTC]

LTHs just printed their largest 30-day accumulation on record for $BTC.

that's the smart money. (via @cryptoquant_com)

[Stephan Livera @stephanlivera]

Bitcoin power law year end price projections until 2035.

Of course actual price can end up higher or lower, but this helps me get a baseline idea for where things are going.

[Fred Krueger @dotkrueger]

Bitcoin is extreme value realtive to the power law. As cheap (or even marginally cheaper) than Nov 2022.

Statistically, this is the moment to buy, not wait for it to go lower. But easier said than done. When it is on deep sale, people question whether the asset will even survive, whether it was all an illusion. They get frozen. They can't buy, and fail to buy at any price.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: $13 BILLION IREN BOARD MEMBER MIKE ALFRED JUST SAID THERE’S NO CHANCE #BITCOIN DOESN’T GO TO $1 MILLION

THE MOMENT BTC GOES PARABOLIC, “EVERYONE WILL FORGET” THIS" DIP

“LONG-TERM THINKERS” WILL BE REWARDED

MATTER OF TIME 🚀

[Trader Tardigrade 🧬 @TATrader_Alan]

$ETH/3D

#Ethereum finally gave us the final dip — and this is a wonderful opportunity.

The pattern is repeating perfectly.

We just got the final dip. Same structure. Same setup. Same compression.

This is the exact moment where the biggest moves start. The opportunity is right here 🚀

[Egyptian @EgyptianMaxi]

I’m accumulating into one of the most oversold moments in Bitcoin’s history.

Three signals all flashing deep value at once:

- RSI 15: only the 3rd time this low in 16 years (2018 bottom, 2020 COVID crash)

- Mayer Multiple 0.78: cheaper vs its 200-day than ~85% of all history

- On its 200-week floor: the line that’s caught every major cycle bottom

Not calling the exact bottom. Just buying it.

Cold storage. Long horizon. Zero leverage.

NFA / DYOR.

[Cathie Wood @CathieDWood]

The jobs report was a barnburner. Nonfarm payrolls increased by 172,000 versus expectations for 88,000, while prior months were revised higher by 93,000. Wage growth came in at roughly 0.3%.

Yet the market sold off.

In our view, the market is misreading the signal. It is assuming that stronger than expected employment and growth will cause a an acceleration in inflation. History would suggest otherwise. 

Productivity growth is running near 3%, while unit labor costs are hovering around 0.5%. Those are not the hallmarks of an inflationary boom. They are the hallmarks of healthy, productivity-driven growth that will lower inflation.

Meanwhile, the yield curve continues to flatten despite a roughly 55% increase in oil prices year-over-year based on a three month moving average. In past cycles, an energy shock of this magnitude steepened the yield curve when the Federal Reserve was accommodating it. Instead, the bond market appears to be discounting something much more powerful: the deflationary impact of technological innovation, particularly artificial intelligence, which is beginning to increase productivity across broad swaths of the economy.

If tensions with Iran ease and oil prices retreat, we believe inflation could move into negative territory before year-end.

In our view, the Fed made a historic policy error when it raised rates aggressively into what was largely a supply-driven inflation shock in 2022. We do not believe the next generation of monetary policymakers will be eager to repeat that mistake.

Notably, gold peaked on the day Kevin Warsh was appointed. The inflation trade may already be behind us.

If our research is correct, the next phase of this cycle could be characterized by accelerating growth, declining inflation, falling interest rates, and a strengthening U.S. dollar. That combination would create a remarkably supportive backdrop for innovation-led equities and the technologies driving the next productivity boom.

I discuss this framework in greater detail in this month’s episode of In The Know.

[Yee @YeeTak8]

$OPEN

All eyes are on @Opendoor 👀 👌 🔥 🤯 🥵

Opendoor Technologies Inc. (NASDAQ:OPEN) is one of the 10 Stocks That Have the Potential to Rise 1000%

[doggo @DoggoBTC]

@YeeTak8 @Opendoor what are the other 9??

[Milk Road AI @MilkRoadAI]

This is WILD!

One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this).

That is $11 billion per year and up to $30 billion over the life of the contract.

This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029.

Two of the most consequential AI labs in the world combined committed value over $70 billion.

The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic?

Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline.

That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost.

The answer is that the compute itself was always the product.

Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race.

xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days.

That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck.

The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined.

Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first.

The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026.

Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue.

That changes the entire valuation conversation of SpaceX completely!

Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

[Danny Marques | Investing Informant @Invst_Informant]

Take a screenshot of the price of Bitcoin bitcoin:native today and save it in your photos

Come back to it in a few years and thank yourself

[Cantonese Cat 🐱🐈 @cantonmeow]

#Bitcoin 2 week candles
Bottom of the Keltner channels get tapped twice
A parabolic bull run follows

[mNAV.com @BitcoinPowerLaw]

Bitcoin is now at Q2.
The Q1 floor — $59.4k — is just below us.
Everyone wishes they'd bought the last cycle low.
The model says you might be looking at one right now.

[doggo @DoggoBTC]

@GertvanLagen we all pray you are correct

[Dan Hillery @hillery_dan]

Scenario A:

Bitcoin stops going down only,

STRC goes back par ($100),

Strategy continues accumulating Bitcoin,

The market realizes that their emotional projections onto Bitcoin due to it's price were unwarranted.

And a long recovery and ultimately new highs begin.

[Zynx @ZynxBTC]

Bitcoin is extremely undervalued.

Mid-year Bitcoin Power Law Predictions:

2026: ~$145,000
2027: ~$200,000
2028: ~$265,000
2029: ~$350,000
2030: ~$470,000
2033: ~$1,000,000

The current Bitcoin price of $63,000 could be an incredible opportunity for those with conviction.

[Elon Musk @elonmusk]

SpaceX IPO info

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Bitcoin is now below the "Fire Sale" territory for the second time in 4 years 👀

Buy the dip 🙌